Anyone in investment sales knows the importance of having a clean, up-to-date database for your firm. In order to increase efficiency and productivity of your sales team we understand you need visibility into your market, as well as fresh information on firms. That is exactly why we created Dakota Marketplace.
But we didn’t stop here. We asked ourselves, “How can we simplify the sales process even more for our customers?” In turn, we created the Dakota Marketplace for Salesforce Integration to link your database with ours.
The unnecessary switching between tabs and Excel Sheets has been eliminated. With the Dakota Marketplace for Salesforce Integration, you can rely on one source of truth without having to work between multiple sources of data.
In this article we will discuss Dakota Marketplace for Salesforce and the benefits it has to offer your firm. By the end of the article, you’ll have an idea if Dakota Marketplace for Salesforce is a good fit for you and your firm.
The issue that many investment sales people face is dealing with disconnected, stale data. How can they call on the right people and set up meetings if their data is not up to date? The answer is straightforward, they can’t.
The Dakota Marketplace for Salesforce integration creates a bridge between your Salesforce instance and Dakota Marketplace by providing real-time updates to accounts and contacts. This permits your sales team to focus their attention towards setting meetings with qualified buyers to grow their leads. Your data will never be incomplete or stale.
With that, let’s get into the benefits of the Dakota Marketplace for Salesforce integration.
The Dakota Marketplace for Salesforce integration acts as one common ground in your Salesforce instance for all your data on contacts, accounts, metro areas, etc. This eliminates errors that come with using multiple data sources.
In turn, the quality of data will be improved. There’s far less of a chance for duplicated information, outdated information, or conflicting information. Ultimately, this leads to less time wasted on researching who to call on as well as ensuring your data is clean and accurate.
Dakota Marketplace for Salesforce is updated in real time to eliminate incorrect information and improve accuracy within your CRM. Anytime something is updated in Dakota Marketplace, it will be reflected within your Salesforce instance. There is no need to worry about your team not having the most updated, fresh information.
This also allows you and your team to act in a timely manner on any job and role changes, giving you a competitive edge.
With our newest launch of Dakota Marketplace for Salesforce, new tabs such as searches, investments, manager presentation decks, conferences, and public plan minutes can be found directly integrated into your Salesforce instance. When each tab is viewed in the context of accounts and contacts, you’ll see a linked icon displayed for associated entries.
Dakota Marketplace for Salesforce costs $7,500 for one member. It is also important to note that Dakota Marketplace for Salesforce is only available to users with Dakota Marketplace licenses.
Don't let bad data be the enemy of efficiency. For more information, set up a demo to see if Dakota Marketplace for Salesforce is a fit for your team.
Written By: Morgan Holycross, Marketing Manager
Morgan Holycross is a Marketing Manager at Dakota.
November 02, 2023
November 30, 2021
925 West Lancaster Ave
Bryn Mawr, PA 19010
Tel: (610) 642-1481